LSE - Delayed Quote GBp

CT US Equity Income Fund (0P00017VK1.L)

221.46 -2.24 (-1.00%)
At close: April 25 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 5.46%
5y Average Return 11.50%
Number of Years Up 6
Number of Years Down 1
Best 1Y Total Return (Apr 25, 2024) 29.17%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 29.17%
Worst 3Y Total Return 8.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00017VK1.L
Category
YTD
8.13%
0.00%
1-Month
3.87%
0.00%
3-Month
8.13%
0.00%
1-Year
17.72%
0.00%
3-Year
12.78%
0.00%
5-Year
13.24%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00017VK1.L
Category
2024
--
--
2023
6.09%
--
2022
3.53%
--
2021
29.17%
--
2020
6.21%
--
2019
24.46%
--
2018
-1.65%
--
2017
4.89%
--

2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.13% -- -- --
2023 -2.55% 2.88% 1.00% 4.77%
2022 0.62% -5.84% 6.44% 2.67%
2021 6.95% 5.76% 4.40% 9.39%
2020 -12.83% 13.13% 3.62% 3.95%
2019 8.92% 8.12% 5.76% -0.07%
2018 -6.70% 10.83% 6.75% -10.90%
2017 2.92% -3.35% 0.34% 5.09%
2016 6.58% 12.66% -- --

Rank in Category (By Total Return)

YTD 46
1-Month 64
3-Month 46
1-Year 40
3-Year 28
5-Year 24

Load Adjusted Returns

1-Year 13.31%
3-Year 11.35%
5-Year 12.38%
10-Year --

Performance & Risk

YTD Return 5.46%
5y Average Return 11.50%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Threadneedle Investment Services Ltd
Net Assets --
YTD Return 8.13%
Yield 2.13%
Morningstar Rating
Inception Date May 20, 2016

Fund Summary

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